Looking for the full training plan in document form? Find the details here.
Thanks to everyone who attended the in-person training last week. I heard many positive comments, so I hope that you found the days to be worthwhile.
This week we will begin to focus on the user services functions in Alma, namely Fulfillment (Circulation) and Resource Sharing (ILL). That doesn’t mean that you should stop practicing Resource Management (Cataloging) and Acquisitions though. If you would like to review the recording of a session, you can find the links on the calendar.
If you run into a problem or have a question, please submit a PALS Support Center ticket.
This week’s training sessions:
Tuesday, November 6, 10:00 – 11:30
Topic: Fulfillment 1
Audience: Fulfillment Staff & Admin
Agenda:
- Infrastructure
- User Groups
- Item Policies & Locations
- Circulation Desks
- Blocks
- Fulfillment/TOU
- User Management
- Roles
- Blocks
- Sets/Jobs
- Q & A over Forum to collect questions for Fulfillment 2 (priority to questions posted by 3pm on Wed)
- Presenters: Carrie Curie and Etta Thornburg
- Link: https://webmeeting.minnstate.edu/pals_carriecurie
Tuesday, November 6, 1:00 – 2:00
Topic: Primo Q & A; open session – bring your questions
- Intended Audience: Anyone interested
- Presenter: Perry Madden
- Link: https://webmeeting.minnstate.edu/palsalma
Tuesday, November 6, 2:00 – 3:30
Topic: Resource Sharing Overview
- Intended Audience: Resource Sharing Staff
- Presenter: Sonja Eilertson
- Link: https://webmeeting.minnstate.edu/almaresourcesharing
Thursday, November 8, 10:00 – 11:30
Topic: Fulfillment 2
Agenda:
- User Management Cont.
- Q & A / Recap
- Fulfillment Configuration Tool
- Loan Demo
- Loans -> Returns -> Overdues & Lost Notices -> General Fines/Fees -> Waive & Pay
- Demo – Problem Loans
- Blocks
- Locations/Circ desk
- Fulfillment TOU/Rules
- Item policies
- User groups
- Intended Audience: Fulfillment Staff (Admin for first half)
- Presenters: Carrie Curie and Etta Thornburg
- Link: https://webmeeting.minnstate.edu/pals_carriecurie
Thursday, November 8, 2:00 – 3:30
Topic: Resource Sharing – Returnables
- Intended Audience: Resource Sharing Staff
- Presenter: Sonja Eilertson
- Link: https://webmeeting.minnstate.edu/almaresourcesharing
Friday, November 9, 9:00 – 10:30
Topic: Fulfillment 3 – Advanced and Optional Fulfillment
Agenda:
- Fulfillment Network
- Booking (Brief intro)
- Holds
- Jobs
- Printing
- Intended Audience: Admin & Fulfillment Managers who want to implement the above
- Presenters: Carrie Curie and Etta Thornburg
- Link: https://webmeeting.minnstate.edu/pals_carriecurie
Friday, November 9, 11:00 – 12:30
Topic: Resource Sharing – Returnables
- Intended Audience: Resource Sharing Staff
- Presenter: Sonja Eilertson
- Link: https://webmeeting.minnstate.edu/almaresourcesharing
- Note: repeat of 11/8 session
Click here for the complete schedule.